Ameriprise’s CareCloud CCLD Stock Holding History

Ameriprise’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Sell	683,513 -622,784	-48%	-$1.78M	﹤0.01%	2844
2025 Q4	$3.82M	Sell	1,306,297 -315,726	-19%	-$999K	﹤0.01%	2621
2025 Q3	$5.21M	Sell	1,622,023 -255,061	-14%	-$739K	﹤0.01%	2420
2025 Q2	$4.43M	Sell	1,877,084 -2,090	-0.1%	-$3.97K	﹤0.01%	2457
2025 Q1	$2.61M	Buy	+1,879,174	New	+$5.54M	﹤0.01%	2751
2022 Q4	–	Sell	-77,666	Closed	-$324K	–	3975
2022 Q3	$324K	Sell	77,666 -2,355	-3%	-$9.39K	﹤0.01%	3556
2022 Q2	$275K	Sell	80,021 -826	-1%	-$3.28K	﹤0.01%	3594
2022 Q1	$417K	Buy	80,847 +1,909	+2%	+$10.5K	﹤0.01%	3542
2021 Q4	$499K	Buy	+78,938	New	+$559K	﹤0.01%	3527

Other funds holding CCLD

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise's CCLD Position: Q1 2026 in Review

Ameriprise reduced its CareCloud (CCLD) stake by 48% in Q1 2026, selling an estimated $1.78M and leaving 683,513 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Ameriprise first reported a position in CCLD in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.21M in Q3 2025. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

Ameriprise held 683,513 shares of CareCloud worth $2.5M as of Q1 2026.
Ameriprise sold 622,784 CareCloud shares in Q1 2026, an estimated $1.78M.
CareCloud made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2844 holding.
Ameriprise first reported a position in CareCloud in Q4 2021 and has held it in 9 quarters since.
Ameriprise's CareCloud position peaked at $5.21M in Q3 2025.
75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.